Intro: this note is used to note down own thoughts and ideas. All info here are in no way a confirmed fact or a proven strategy, but just thoughts and conclusions from experiences up to the time of writing, unless stated otherwise.
1. General ideas
1.1. YOU WILL NEVER BE ABLE TO PREDICT THE MARKETS. PREDICTIONS OF MACRO TRENDS ARE ALSO PRONE TO ERRORS.
2. Investment strategies
2.1. In light of 1.1.:
2.1.1. Diversification
2.1.2. Catch on short-term market sentiments, and move in and out quickly.
E.g. Surge of AI-related stocks in Q1 2023, due to the AI hype in the markets that were instigated by the release of MS's ChatGPT in late Nov 2023.
Note: This rule also applies to negative market sentiment about something.
2.1.3. Watch what other pro investors are buying or selling.
E.g. A stream of news about Warren Buffett's company making significant investment allocations to Japanese stocks, from Jan to Jun 2023.
